Estate Planning Probate Attorney

Estate Planning Probate Attorney (for a fast-growing firm)

Are you ready to make this your year to THRIVE personally and professionally?

If so, you may be the Rockstar Attorney we're looking for!

We're growing and have robust marketing plans, so we need an organized attorney to join our incredible A team members. We are looking for full-time but would consider part-time or contract for the right person.

Please read this ad and, if it resonates with you, that may be a good indication you could be our perfect candidate.

We believe each member of the team holds themselves and their teammates accountable, so that dependability is always there and each person respects what others on the team do. We also find that communication and camaraderie in a fast-paced business that has fun and celebrates growth and successes make it a place worth working. This is why Teamwork and Integrity are high on our core values.

We believe it is important to create an atmosphere where each team member can be productive and where they can hone their skills, so they are always learning, growing, and improving. Our customers are the core of every successful business, and we aim to give an incredible customer experience that creates raving fans. That is why Employees and our Customers and the Experience they have working with us are integral to everything we do.

We know there is always a better way to do anything, so we encourage our team to use their creativity and passion to help drive new ideas and streamline procedures to provide top-quality results. That is why Excellence and Innovation are part of our core values.

We also believe in Systems and Key Performance Indicators, so we can measure ourselves and continually improve.

We are vested in finding the best of the best who love what they do and want to be on this mission with us! We expect greatness and are willing to help you get there.

From our Receptionist to our CEO, we want every person on the team to continually thrive, learn and grow.

Summary of who we are looking for:

Our Attorney is a Superstar who loves their work, and has experience in estate planning and/or probate. Our Associate listens to the clients, takes the time to understand the client’s goals and what keeps them up at night. They're willing to work with the client to strategize and orchestrate a plan that aligns with those goals (not provide cookie cutter answers).

Our Associate performs legal analysis, legal strategy planning, and technical drafting.

Our Associate understands the value of delegation, as opposed to abdication, and will provide oversight and training to the rest of the team.

Key Skills:

• Great Organizational Skills
• Good teamworking skills
• Communication skills
• IT skills

$90,000 - $125,000 DOE plus quarterly bonuses

Client Focused Tasks:

• Engage with Client in Preliminary Legal Strategy Sessions to fully understand the facts and the goals.
• Engage with Legal Team to share legal strategy and work as a team to meet the client’s goals.
• Oversee and analyze estate planning and probate documents drafted by the Legal Team and provide feedback and guidance to create stronger work products and streamlined processes.
• Attend probate hearings if needed.
• Document the e-file throughout the case to maximize communication.

Administrative/ Team/ Financial Tasks:

• Engage with the Team to create a collaborative culture.
• Contribute and Participate in team training, team builders, and other growth opportunities.
• Track billable and non-billable time; oversee team's billable time; monitor quarterly Key Performance Indicators.

Marketing Tasks:

• Engage in 3 networking events/contacts each month.
• Write 3 “Just a note” cards/month to colleagues, clients, friends, acquaintances to solidify relationships.
• On occasion, participate in podcasts, audio recordings, videos, and live streams to help promote our message.

Other Duties:

• Create efficiencies through developing, updating and refining the Firm’s systems inc. policies and procedures, examples, templates, scripts, diagrams, workflows, and videos.
• Actively work with Office Manager with suggestions on improving services and client relationships.

Requirements:

• Minimum 2 years in Estate Planning and/or Probate
• Excellent communication skills
• Good understanding of estate planning concepts & strategies
• Willingness to be Creative and Innovate
• Great organizational skills
• Ability to lead and delegate.
• Resilient problem-solving skills
• Strong attention to detail including grammar and spelling
• Understanding of customer-service
• Law Degree

We are a small Hartford-based law firm with robust marketing plans. We intend to double our revenue for 2023 and again for 2024. We only want candidates that seek to expand their knowledge, broaden their horizons, and proactively participate in creating their own career path. We look for the cream of the crop when hiring in all positions

What's in it for you?

• Great working atmosphere in a growing company
• Bonuses for meeting and exceeding target metrics
• Paid vacation and sick time after 6 months
• Health Insurance available
• Simple IRA with match
• Room for advancement